You can have a private bubble - it's just a smaller market. There's certainly a trend, that software companies add value. There may also be a bubble atop that

You can have a private bubble - it's just a smaller market. There's certainly a trend, that software companies add value. There may also be a bubble atop that - it's hard to tell. But I do hesitate over all these social startups; they seem close to fads to me. But this may just be my personal preference for tangible concrete usefulness, as opposed to communications (which admittedly has a history of success). Note: amazon has never made a profit (partly because they reinvest). No profit from glorified mail-order doesn't surprise me - though AWS is a perfect online business.